Canada · Delayed Price · Currency is CAD Brookfield Earnings Call Transcripts
Fiscal Year 2026
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The organization targets doubling core earnings over the next five years, driven by strong tailwinds in infrastructure, digitalization, and real estate, with a plan value per share goal of $140 by 2031. Disciplined capital allocation, expanded insurance and asset management platforms, and a focus on operational excellence underpin a 15%+ long-term return target.
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Distributable earnings rose 15% year-over-year, driven by record fundraising, strategic acquisitions, and strong segment performance. The business is capitalizing on secular trends in AI and energy, with robust capital flexibility and a positive outlook for continued growth.
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The meeting covered strong financial results, director elections, and approval of a major transaction to combine with Brookfield Wealth Solutions. Strategic plans target 20%+ annual earnings growth and significant capital returns to shareholders. All key resolutions were carried.
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Q1 2026 saw distributable earnings of $1.6B, strong asset management growth, and the acquisition of Just Group, boosting insurance assets by $40B. The outlook remains positive with robust fundraising, disciplined capital allocation, and continued expansion in core markets.
Fiscal Year 2025
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Record 2025 results included $6B in Distributable Earnings, strong growth in Asset Management and Wealth Solutions, and a 17% dividend hike. Strategic initiatives like the planned insurance merger and global expansion position the business for continued robust growth in 2026.
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Diversification across asset classes and geographies has driven robust fundraising and capital deployment, with AI infrastructure and insurance as major growth engines. Monetizations and investments are expected to rise in 2026, while real estate and private credit platforms show strong fundamentals and recovery.
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Distributed earnings rose 18% year-over-year, with strong growth across asset management, wealth solutions, and operating businesses. Strategic acquisitions, robust fundraising, and record deployable capital position the company for continued expansion and value creation.
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The business is targeting 20%+ annualized earnings growth and 16% planned value growth over the next five years, driven by AI, demographic shifts, and a real estate recovery. Wealth solutions and insurance are set to become major growth engines, with disciplined capital allocation and a focus on 15%+ shareholder returns.
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Second quarter distributable earnings rose 13% year-over-year, driven by strong core business performance, robust asset sales, and continued fundraising momentum. Insurance assets are set to grow with the Just Group acquisition, and a new AI infrastructure strategy is launching.
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The meeting approved all management proposals, including board expansion and executive compensation, while a climate-focused shareholder proposal was rejected. Strong financial results were reported, with distributable earnings up 36% and ambitious growth targets set for the next five years.
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Distributable Earnings rose 30% to $1.3B, with strong growth in asset management and Wealth Solutions, which achieved a 15%+ ROE and expanded internationally. $20B was committed to new investments, $850M in shares repurchased, and a $0.09 dividend declared.
Fiscal Year 2024
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Record 2024 results with distributable earnings up 31% and net income at $1.9B. Strong asset monetizations, robust segment growth, and a 13% dividend increase set a positive outlook for 2025, supported by $160B in deployable capital.
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Record distributable earnings and strong net income were driven by robust asset management, wealth solutions, and real estate performance. Over $17 billion in asset sales and $20 billion in new investments highlight momentum, with continued growth and 15%+ returns targeted into 2025.
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Management projects 20%+ annual earnings growth per share and a doubling of plan value over five years, driven by strong performance in asset management, insurance, and real estate, with $47 billion in free cash flow targeted for strategic reinvestment and buybacks. Significant upside remains if the share price discount to NAV closes.
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Second quarter saw robust earnings growth, strong cash flows, and increased transaction activity, with distributable earnings up 11% per share and total distributable earnings up 80% year-over-year. Asset management, wealth, and operating businesses all delivered solid results, and capital markets conditions are improving.
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The meeting covered strong financial results, director re-elections, and approval of all motions, including an Escrowed Stock Plan. Strategic growth plans include expanding wealth solutions, major renewable energy agreements, and a focus on high liquidity and shareholder returns.